CGMS — CAPITAL GRP FIXED INCM ETF T

Ownership history in Saiph Capital, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Saiph Capital, LLC reported a position in CAPITAL GRP FIXED INCM ETF T (CGMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.84% (2025 Q4)
Avg. % of fund
0.8%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,358 +8,486 +11.2% 0.84% $2.3M $27.40
2025 Q3 INITIATED 75,872 — — 0.76% $2.1M $27.07
% of Fund (quarterly)    CGMS price (monthly, adj. close)

Other funds also holding CGMS

As of 2025 Q4 — sorted by position size

Capital Advantage, Inc. 3Y 7Y 8.6% BNB Wealth Management, LLC 5.64% Skyline Advisors, Inc. 4.86% Winch Advisory Services, LLC 3Y 7Y 4.72% TrueWealth Advisors, LLC 3Y 4.61% OakTrust Wealth Advisors, LLC 4.26% Turning Point Benefit Group, Inc. 3.94% Swisher Financial Concepts, Inc. 3.88% Carmel Capital Partners, LLC 3Y 3.34% REGATTA CAPITAL GROUP, LLC 3Y 3.25%
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